Linda Mack to Co-Lead Closed-Door Roundtables at the Family Office & Private Wealth Management Forum-West in Napa Valley October 23-25

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Linda Mack of Mack International to Co-Chair the Family Office and Private Wealth Management Forum-West and co-lead two closed-door roundtables, "How to Improve Communications Across Generations: Engagement, Entrepreneurship and Education” and “How to Find the Right Consultant/Advisor” at an Opal Financial Group Forum on October 23-28 in Napa Valley California.

Linda C. Mack, Founder and President, Mack International LLC

Linda C. Mack, founder and president of Mack International, the premier family office retained executive search and strategic human capital/management consulting firm, will co-lead two private sessions for families and family offices and serve as an Advisory Board member for the Opal Financial Group Family Office and Private Wealth Management Forum-West, October 23-25 at the Napa Valley Marriott Hotel & Spa in California.

The Forum is among Opal's premier events in North America for high net worth individuals and family offices from around the world. Many well established and senior family offices, private investors, money managers and private wealth service providers from around the globe attend for engaging discussions on the latest investment trends as well as non-investment issues surrounding family generations.

Linda Mack will co-facilitate a closed-door family breakfast roundtable session, "How to Improve Communications Across Generations: Engagement, Entrepreneurship and Education,” on October 24 with Lisa Gray, Managing Member and Founder, Graymatter Strategies, LLC, Laurent Roux, Principal, Gallatin Wealth Management, LLC (MFO) and Rick McDonald, Managing Partner, U.S. Advisory Group (MFO).

“We will discuss how ensuring effective multi-generational education and engagement is essential for promoting long-term harmony and sustainability in a family, family office and/or family business,” said Mack. “Ideally, families provide an environment of ongoing, age-appropriate information and opportunities that extend beyond business and financial learning. These may include involvement on junior boards, family committees, family foundations and entrepreneurial activities that can help develop leadership skills and better prepare younger generations for wealth stewardship.”

The session will begin with an overview presentation followed by breakout groups for interactive discussions among the families about key trends, challenges and best practices related to the subject of cross-generational communications and education. The participants will then be invited to share the highlights/interesting perspectives of their respective conversations with the group at large.

"Families and family businesses have a better chance of success when communication is clear, effective and contributes to a collegial, more productive atmosphere," said Mack.

On October 25, Mack, Gray, Roux and McDonald will gather again to co-facilitate a second closed-door family breakfast roundtable, “How to Find the Right Consultant/Advisor.”

"Finding and selecting an advisor that fits a family’s needs and culture can be a complex task," said Mack. "Families need defined objectives, criteria and process as well as a specific post-hire plan for the ongoing management of an effective advisor relationship."

Mack continued, “It is also important to establish clearly-defined and mutually agreed-upon performance measurements. We will review best practices and discuss ways in which families can achieve the most successful selection and management of their advisor relationships."

Headquartered in Chicago, Mack International, LLC is a leading global retained executive search and strategic management/human capital consulting firm serving clients in the family office, family business enterprise and wealth management industries. Mack develops close consultative partnerships with clients and candidates and has achieved an exceptional track record of success as evidenced by consistent referrals, repeat engagements and long tenures of candidates placed. For more information visit http://www.mackinternational.com or call 800.976.0015.

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